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Gold Near Record Highs as Wall Street Turns Bullish on U.S. Gold Corp. and Its Shovel-Ready Wyoming Project!

Gold continues to trade near record highs above $4,300 per ounce, driven by geopolitical uncertainty, aggressive central bank buying, and renewed investor demand for hard assets. At the same time, copper—the backbone of electrification and clean energy infrastructure—is facing tightening global supply. 

Positioned directly at the crossroads of both metals, U.S. Gold Corp. (NASDAQ: USAU) is advancing its flagship CK Gold Project in Wyoming, one of the few fully permitted, shovel-ready gold-copper projects in the United States. The project hosts 1.44 million gold-equivalent ounces in proven and probable reserves and is designed to produce more than 100,000 gold-equivalent ounces annually at an estimated all-in sustaining cost of roughly $800 per ounce, with construction targeted for 2026 and no federal permits required.

Wall Street is taking notice. Roth Capital recently raised its price target on USAU to as high as $26 per share while reiterating a Buy rating, citing improving economics, rising metals prices, and the company’s strategic domestic positioning. 

Additional analyst coverage from HC Wainwright and others reinforces growing confidence in USAU’s path to production and long-term upside. With gold near all-time highs, copper demand accelerating, and U.S. policy increasingly focused on securing domestic mineral supply, U.S. Gold Corp.stands out as a rare American junior miner offering near-term production leverage and exploration upside.

Discover why analysts are raising targets on USAU as gold and copper reshape America’s mining future

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Special Report

TSMC’s Strong Guidance Supports the Stock’s Hot Start to 2026

Reported by Leo Miller. Originally Published: 1/15/2026. 

At a Glance

• TSMC shares are already winning in 2026, posting very significant gains just weeks into the year. 
• The company received good news from the U.S. government, which will aid its operations in China.
• Its latest earnings also impressed, with the firm providing strong guidance for 2026 and beyond.

After a strong 2025, shares of Taiwan Semiconductor Manufacturing (NYSE: TSM) aren’t looking back as 2026 begins. Following last year’s 55% gain, TSMC shares are already up more than 12% in 2026. Two key developments are helping push the stock higher: export-control news and the company’s latest earnings. Together, they reinforce the bullish case for TSMC as a way to play the artificial intelligence investment theme. All data is as of the Jan. 15 close unless otherwise indicated.

United States Supports TSMC’s Mature Node Operations in China

To start the year, reports said the U.S. government granted a key license to TSMC, allowing the company to import domestically made chip manufacturing equipment to its plant in Nanjing, China.

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That permission lets TSMC continue operating the Nanjing facility without interruption. On Jan. 2, the stock rose by more than 5% after the news was announced following the close on Jan. 1.

The Jan. 2 move was unlikely driven solely by the license — Nanjing accounted for a relatively small share of TSMC’s revenue (about 2.4% of total revenue in 2024), so the direct economic impact is limited. The rally is better understood in the context of the broader semiconductor sector, which traded higher that day.

For example, the iShares Semiconductor ETF (NASDAQ: SOXX) climbed nearly 4.2% on Jan. 2, suggesting the export-news was a “cherry on top” that helped TSMC outperform the industry.

TSMC Posts Earnings Beats, Guidance Shines

More consequential development came on Jan. 15, when investors reacted to TSMC’s Q4 2025 earnings report. Shares rose roughly 4.4% that day after the company reported revenue of $33.7 billion, up 25.5% year-over-year, versus estimates of $31.9 billion (about 18.7% growth).

Bottom-line metrics were even stronger. TSMC generated diluted earnings per American Depositary Receipt (ADR) of $3.14, an increase of 40% versus the prior year, comfortably beating projections of roughly $2.82 (about 26% growth).

But the most important part of the report was the outlook. In U.S. dollars, TSMC now forecasts full-year revenue will rise “close to 30%” in 2026 — only a slight deceleration from the 31.6% full-year sales growth recorded in 2025, and much better than many investors had expected.

The company also raised its long-term guidance. Over the five-year period starting in 2024, TSMC expects U.S. dollar revenue to grow at a compound annual growth rate (CAGR) near 25%, up from its prior long-term guidance of 20%. Specifically for AI accelerator revenue, TSMC now projects a “mid-to-high 50% CAGR” from 2024 to 2029, notably higher than its previous mid-40% CAGR estimate.

TSMC’s capital expenditure (CapEx) guidance further supports its long-term view. At the midpoint, the company expects to spend $54 billion on CapEx in 2026, roughly a 32% increase from 2025’s $40.9 billion. Firms typically only commit to sizable CapEx increases when they see sustained demand ahead, since these investments take years to pay off. TSMC’s plan signals confidence in megatrends such as 5G, AI and high-performance computing (HPC).

That said, management warned depreciation expense should rise meaningfully in 2026, and the expanding scale of overseas operations is expected to pressure gross margins by 2% to 4% over the coming years. These trade-offs are presented as acceptable concessions to support the company’s projected long-term growth.

Updated Price Target Projects Significant Gains Ahead for TSMC

Overall, TSMC continues to demonstrate why it is a core holding within the semiconductor and AI investment theme: the company is performing well and raising its forecasts, which supports a bullish view on the stock. The consensus price target of $365 implies roughly 7% upside from current levels. After the results, Needham & Company raised its target from $360 to $410, which implies about 20% upside.

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Today’s Featured Link: Washington knows what’s coming. Do you? (From American Alternative)